James is a high flyer in the industry and has earned multiple industry advisory awards and accolades. His passion to provide cutting edge financial advice has not only helped his clients, but also in training industry practitioners.
He specialises in dealing with clients who are newly weds/ young parents and in retirement planning for all age groups. His niche skills also include financial planning for higher net worth space and SME owners, Estate & Trust planning, family office legacy and Charitable giving planning.
His mission is to help as many people become financially independent as quickly as possible so that they can in turn focus on and strive for the things that they are passionate about!